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Create/Edit option groups

This topic describes creation and editing of configuration elements of the option group type.

  1. Starting points:

    1. Click button Create configuration element in the Configuration elements expandable section to open the Create configuration element dialog. Select Offer component group as Configuration element type.

    2. Click a configuration element of offer component type in the Configuration elements expandable section to open the group for editing in the Edit configuration element dialog.

  2. Specify or edit component group attributes

    If you are creating a new option group, note that offer components can only be added after Internal name and Label have been specified and the group saved. Specify the two attributes and:

    1. Click Update configuration element to save the changes and close the dialog.

    2. Click Update and continue to save the changes and keep the dialog open for further work.

General attributes

General attributes are "wrapper" attributes of the group itself.

Offer component group type

Group type determines (together with single/multiple option selection) the selection logic of the group and, consequently, also its visual representation. See the Option groups topic for more information.

  • Optional component group - a group from which one or more options can (but do not have to) be selected.

  • Mandatory component group with options - a group from which one or more options can be selected, with at least one selection mandatory.

  • Fixed component group - a special group listing options automatically included in the offer. The options cannot be selected or deselected by the end user.

Internal name

Internal name of the configuration element used as element identification in the fulfillment process. Must be unique within the offer. Invisible to the end user.

Note that internal name can consist only of the following characters: a-z, A-Z, 0-9, _ and -

Label

Group label displayed to the end user.

Visible

Visibility flag. Set to Yes to make the group visible to the end user. Relevant only for Optional component group.

Offer components

Use the Offer components section of the Edit/Create configuration element dialog to administer group options.

Multiple selection allowed

Single/multiple selection determines (together with offer component group type) the selection logic of the group and, consequently, also its visual representation. See the Option groups topic for more information.

Offer components list

Listing of individual options in the group. Options can be reordered and deleted. Click an option to open it for editing.

Create component

Click Create component to add a new option to the group.

Create/Edit component

Clicking the Create component button or clicking an option in the list opens the Create/ Edit offer component dialog. Use it specify (new) options for the group.

Each option can be seen as a miniature "offer within offer". The following attributes are available:

Offer component name

Specify option name (mandatory).

Short description

Add a textual description of the option.

Images

Upload an image to visually represent the option. Only one image is allowed for an option.

Prices

Specify option price. Both One time price and Periodical price are supported in the same way as for the entire offer.

Quantity

Specify option quantity. An option can be without quantity (Quantity is relevant = No), with a fixed quantity or with quantity editable by the user. For editable quantity, the same attributes as for offer quantity are available - see point 5 in the Set up quantity topic.

Textual attributes of offer groups and components can be translated. See the Localize configuration elements topic for more information.

Create/Edit offer component dialog

Edit_Offer_Component.png
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